More Red Flags Coming from China?

The video discusses the Federal Reserve's stance on data relevance, highlighting that the committee has likely made up its mind. It then shifts to US-China trade tensions, focusing on agricultural products and their political and economic implications. The discussion moves to earnings season and its potential impact on equity and bond markets. Finally, the video analyzes the credit market, particularly high yield and investment grade, noting stable spreads despite market movements.

What are the potential consequences of a weak earnings season on the equity market?

Discuss the current state of high yield credit and the reasons behind the views expressed in the text.